Trust Operations & Client Service Associate

KeyBank; Tacoma (WA); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank in Brooklyn, Ohio is seeking an Associate to support trust administration within a Salesforce-driven environment. You will assist Trust Officers by managing accounts, processing openings/closings, and ensuring timely deliverables while delivering high-quality service to clients.

This role requires attention to detail, ability to read trust documents, and collaboration with multiple compliance and operations teams.

Qualifications

• Associate's degree or equivalent experience (preferred).
• Minimum 3 years related work experience or equivalent combination (required).
• Experience in trust administration or financial services is a plus.

Responsibilities

• Performs day-to-day trust administration on assigned accounts by deadlines.
• Reads and understands Trust Agreements and related documents for admin purposes.
• Monitors accounts and ensures fees are set up correctly as directed by Trust Officer.
• Supports Trust Officers in client meetings and reporting; maintains client contact.

Skills

Client service

Communication

Discretion

MS Office

Software adoption

Education

Associate degree

Tools

Proprietary software

Job description

KeyBank in Brooklyn, Ohio is seeking an Associate to support trust administration within a Salesforce-driven environment. You will assist Trust Officers by managing accounts, processing openings/closings, and ensuring timely deliverables while delivering high-quality service to clients.

This role requires attention to detail, ability to read trust documents, and collaboration with multiple compliance and operations teams.